FBGRX vs. FDGRX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company Fund (FDGRX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or FDGRX.
Key characteristics
| FBGRX | FDGRX | |
|---|---|---|
| YTD Return | 15.21% | 13.66% |
| 1Y Return | 51.69% | 43.96% |
| 3Y Return (Ann) | 8.37% | 8.69% |
| 5Y Return (Ann) | 19.01% | 20.44% |
| 10Y Return (Ann) | 17.59% | 18.58% |
| Sharpe Ratio | 2.81 | 2.38 |
| Daily Std Dev | 18.06% | 18.21% |
| Max Drawdown | -57.42% | -71.50% |
| Current Drawdown | -1.52% | -2.34% |
Correlation
The correlation between FBGRX and FDGRX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FBGRX vs. FDGRX - Performance Comparison
In the year-to-date period, FBGRX achieves a 15.21% return, which is significantly higher than FDGRX's 13.66% return. Over the past 10 years, FBGRX has underperformed FDGRX with an annualized return of 17.59%, while FDGRX has yielded a comparatively higher 18.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FBGRX vs. FDGRX - Expense Ratio Comparison
Both FBGRX and FDGRX have an expense ratio of 0.79%.
Risk-Adjusted Performance
FBGRX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company Fund (FDGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FBGRX vs. FDGRX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.81%, less than FDGRX's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.81% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
FDGRX Fidelity Growth Company Fund | 3.37% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 4.03% | 7.12% |
Drawdowns
FBGRX vs. FDGRX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FBGRX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. FDGRX - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 6.90% and 6.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.